AMD is making an $8 billion bet (0.8% of AMD valuation) to see if World Model where if we model all physics and chemistry and everything else we can accelerate the pace of major scientific discovery. Fei Fei and World Models are a leader in this area

Anthropic’s confidential prospectus now lists agreements that could reach up to $84.5 billion for NVIDIA-double the earlier $45 billion figure. Most of these provisions remain cancelable with 90 days’ notice. This is likely up from $15 billion